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Matthew Cash, CFP®

Wealth Management

Matthew Cash is a financial planning consultant for Avantax Planning PartnersSM. In collaboration with Yeo & Yeo Wealth Management, Matt provides integrated planning and investment strategies for growing and protecting individual and business clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management, and retirement planning. Additionally, he supports business owners by reviewing their company retirement plans and optimizing for tax efficiency and helps with business transition strategies. His focus is based on each client’s unique objectives and priorities. Matt is a registered representative with Avantax Investment ServicesSM and a licensed health, accident, life and variable annuity agent.

EXPERTISE

    • Estate planning
    • Risk management
    • Retirement planning for businesses
    • Retirement planning for individuals 
    • Business transition strategies 

PROFESSIONAL CERTIFICATIONS AND EDUCATION

    • CERTIFIED FINANCIAL PLANNER™ certificant
    • FINRA Series 7, 63, and 65 securities licenses
    • Ohio State, Bachelor of Arts in Economics

     

    Disclaimer

    Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. 

    Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRASIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Check me out on BrokerCheck®.